Videos & Podcasts

CE Credit Opportunity: Webinar – Avoiding the Blind Spots of the 60/40 Portfolio Approach

Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.

CE Credit Opportunity: Webinar – Avoiding the Blind Spots of the 60/40 Portfolio Approach

Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.

Oil, Inflation, Fed, and the Economy

Will this bear market end soon? Joe Tigay of Equity Armor and portfolio manager of a volatility-hedged equity strategy says there’s not many signs of it stopping just yet. Watch “Volatility 411” for his latest insights on oil prices, the Fed’s path forward, the chances of a recession, and more.

ReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market Implications

Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including:

ReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market Implications

Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including:

ReSolve Riffs with Bilal Hafeez of Macro Hive on the Paradigm Shift in Global Markets

This week we had the pleasure of welcoming Bilal Hafeez, founder, CEO and Head of Research at Macro Hive, and the host of the Macro Hive Conversations podcast. We had a broad global macro conversation that included:

ReSolve Riffs with Cullen Roche on Decoding MMT: The Good, the Bad and the Ugly

Our guest this week was Cullen Roche, CIO of Disciplined Funds, founder of Orcam Financial Group and author of Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. We discussed topics that included:

ReSolve Riffs Digs into Physical Precious Metals with Mark Yaxley

This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors around the world. He also brought his team member Philip Zappacosta to the conversation.

Newsletter

Don't miss

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.